Salesforce

What triggers a sync with Salesforce?

Last updated: September 15, 2016

Available For:

Product: HubSpot Marketing
Subscription: Professional & Enterprise

Please find below the various actions and/or events that trigger a sync between HubSpot and Salesforce. Properties that are not mapped will not trigger syncs. Learn more about mapping contact properties

Before moving forward, please be aware that a sync between HubSpot and Salesforce is triggered every 15 minutes, but most changes sync in less than 5 minutes. Form submissions and manual syncs (e.g. clicking 'resync with Salesforce' from a list or contact record) are synced as quickly as possible and typically sync in less than a minute.

  • Contact submits a form
  • Contact is manually synced (individual contact or list)
  • Email is sent to contact (Salesforce activity box is checked)
  • Email is opened by contact (Salesforce activity box is checked)
  • Contact clicks on a link within an Email (Salesforce activity box is checked)
  • A contact/lead property value changes in HS or SF (field mappings update rules apply)
  • A new contact/lead record is added in SF (and the correct settings are enabled)
  • A new contact record is added in HS with a Lifecycle stage anything other than Subscriber
    • If you're using an inclusion list, any (new or existing) contact that is added to your inclusion list will trigger a sync.
  • Changes to contact/lead ownership
  • Changes to mapped account fields (according to update rules)
  • Changes to the select deal/opportunity fields that are syncing
  • Lifecycle stage transitions (if automatic lifecycle stage transitions are enabled)
  • A lead/contact is added to an active Salesforce campaign from HubSpot